Purchases and Sales Made in Q1 2022 in Ishares Core Dividend Growth E (DGRO)
This table provides information about the institutional ownership of Ishares Core Dividend Growth E (DGRO) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES CORE DIVIDEND GROWTH E.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.84K- 37.06% |
$144K - $159K
|
4.83K
$296K
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.85K- 24.69% |
$145K - $160K
|
8.7K
$533K
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.88K- 5.61% |
$146K - $161K
|
48.4K
$2.96M
|
|
Nov 06, 2024
Q1 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-3K- 0.59% |
$152K - $168K
|
503K
$30.8M
|
|
May 12, 2022
Q1 2022
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-3.11K- 4.57% |
$158K - $175K
|
65.1K
$3.98M
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-3.16K- 3.13% |
$160K - $177K
|
97.7K
$5.98M
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-3.23K- 29.18% |
$164K - $181K
|
7.84K
$480K
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.61KClosed |
$183K - $202K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.61KClosed |
$183K - $202K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-3.62K- 30.42% |
$183K - $203K
|
8.28K
$507K
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
SELL
|
- |
-3.67KClosed |
$186K - $206K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.71KClosed |
$188K - $208K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.8K- 23.49% |
$192K - $213K
|
12.4K
$757K
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
SELL
|
- |
-4.11KClosed |
$208K - $230K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.21K- 6.44% |
$213K - $236K
|
61.2K
$3.75M
|
|
Apr 22, 2022
Q1 2022
|
Capital Planning LLC
|
SELL
|
- |
-4.27K- 1.61% |
$216K - $239K
|
262K
$16M
|
|
May 04, 2022
Q1 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-4.35KClosed |
$220K - $244K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Smart Money Group LLC
|
SELL
|
- |
-4.41KClosed |
$223K - $247K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.47K- 5.68% |
$226K - $250K
|
74.2K
$4.55M
|
|
May 05, 2022
Q1 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-4.53KClosed |
$230K - $254K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.8K- 50.0% |
$243K - $269K
|
4.8K
$294K
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-4.83K- 30.76% |
$245K - $271K
|
10.9K
$666K
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4.9KClosed |
$248K - $275K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-5.01K- 3.9% |
$254K - $281K
|
123K
$7.55M
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.12K- 11.3% |
$259K - $287K
|
40.1K
$2.46M
|
|
Jun 17, 2024
Q1 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-5.13KClosed |
$260K - $287K
|
0
$0
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-5.24K- 93.24% |
$265K - $294K
|
380
$23.3K
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.25K- 15.41% |
$266K - $294K
|
28.8K
$1.77M
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-5.28KClosed |
$268K - $296K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-5.3KClosed |
$268K - $297K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-5.33K- 14.34% |
$270K - $299K
|
31.8K
$1.95M
|
|
Apr 18, 2022
Q1 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-5.51KClosed |
$279K - $309K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.54K- 10.48% |
$280K - $310K
|
47.3K
$2.9M
|
|
May 19, 2022
Q1 2022
|
Planning Directions Inc
|
SELL
|
- |
-5.55KClosed |
$281K - $311K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-5.63K- 2.69% |
$285K - $316K
|
204K
$12.5M
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.64KClosed |
$286K - $316K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5.79K- 17.04% |
$293K - $324K
|
28.2K
$1.73M
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-5.84K- 3.0% |
$296K - $328K
|
189K
$11.6M
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-6.1KClosed |
$309K - $342K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-6.14K- 20.51% |
$311K - $344K
|
23.8K
$1.46M
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-6.36K- 4.14% |
$322K - $357K
|
147K
$9.03M
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-6.42K- 6.83% |
$325K - $360K
|
87.6K
$5.36M
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-6.48K- 6.91% |
$328K - $363K
|
87.3K
$5.35M
|
|
May 13, 2022
Q1 2022
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-6.72KClosed |
$341K - $377K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-6.92KClosed |
$350K - $388K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-7.45K- 27.81% |
$377K - $418K
|
19.3K
$1.18M
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-7.54K- 10.27% |
$382K - $422K
|
65.8K
$4.03M
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-8.13K- 3.59% |
$412K - $456K
|
219K
$13.4M
|
|
Apr 12, 2022
Q1 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-8.9K- 18.26% |
$451K - $499K
|
39.9K
$2.44M
|
|
Apr 11, 2022
Q1 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-9.29K- 23.86% |
$470K - $521K
|
29.6K
$1.81M
|